Ropes Wealth Advisors LLC New Holdings in Q3 2023

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
7.33K
New
$74.58 - $90.79 $546K - $665K
7.33K $582K
OKE
Oneok Inc

Energy
6.81K
New
$60.94 - $68.53 $415K - $466K
6.81K $431K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.02K
New
$75.83 - $79.4 $380K - $398K
5.02K $381K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
New
$224.84 - $243.78 $298K - $323K
1.33K $300K
EOG
Eog Resources Inc

Energy
2.37K
New
$112.25 - $134.66 $266K - $319K
2.37K $300K
MGV
Vanguard Mega Cap Value

ETFs
2.58K
New
$101.4 - $107.46 $262K - $277K
2.58K $261K
CME
Cme Group Inc.

Financial Services
1.15K
New
$181.3 - $208.36 $209K - $240K
1.15K $230K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$183.99 - $198.55 $205K - $221K
1.11K $211K
CDW
Cdw Corp

Technology
1.05K
New
$182.7 - $213.28 $191K - $223K
1.05K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
New
$2632.69 - $3243.01 $174K - $214K
66 $203K
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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